See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,524 | $113,339-81.9% | $94,993-78.4% | $147,584-86.1% |
| Participation rate | 75.0% | 78.0%-3.0pp | 73.9%+1.1pp | 82.8%-7.8pp |
| Annual return | 25.14% | 20.77%+4.4pp | 27.12%-2.0pp | 578.55%-553.4pp |
| Employer contribution / active EE | $1,702 | $3,160-46.2% | $2,603-34.6% | $4,876-65.1% |
| Participant deferral / active EE | $4,229 | $3,777+12.0% | $3,317+27.5% | $5,439-22.2% |
| Admin fee / account holder | $185 | $6,063-96.9% | $4,960-96.3% | $10,885-98.3% |